Catalyst was updated on November 11, 2026: copy an audit from an existing one, change an asset’s type, and let more people add subfolders, plus fixes for work orders, audits, and the Action Center. Each card below links to its Help topic; select the + on a card for the details. For the full list, see the
Release Notes.
You can also open the Help Guide any time from the question mark (?) at the top of the page.
Copy an Audit From an Existing One
Start a new audit from an earlier one, such as last year’s audit at the same site, and choose what it keeps.
On the asset’s Edit page, select the lock beside Asset Type, confirm the message, choose the new type, and save.
Values in data fields and budgets that both types share carry over. Values only the old type has are kept but hidden, and they come back if you change the type back.
Good to know
Changing the type needs Settings: Assets at Create and Modify or higher.
Don’t use Convert to Type for this; it turns the asset into a new asset type record.
More People Can Add Subfolders
People with Documents: Entries at Create and Modify or higher can now add subfolders from the Folders page.
On the Folders page, select the three dots on the right of the folder that should hold the new subfolder, enter the name in Add Subfolder, and select Save.
Good to know
Folder Management and moving folders still need Settings: Folders (the Folder Admin role).
Folder names can now be up to 100 characters.
Work Order Updates
Fixes for the overdue filter, saving forms, approvals, and copying templates.
Show only Overdue lists only past-due work orders that are still open, including ones awaiting approval.
Saving a form on a work order activity no longer copies its values onto the asset. Fields set to update the asset do it when the form is completed.
If a work order’s status changed after you opened it, Save stops with a message instead of undoing the change. What you typed stays, and selecting Save again saves it.
Copying a work order template opens the new copy and keeps each approval’s Not Approved Assignment and the Recommendation Settings.
Choosing Complete or Certified from an audit’s Reset menu no longer deletes the workflow’s later steps. Resetting to an earlier assignment follows the workflow’s Reset Behavior.
A Previous Recommendation changed to a Task, Work Order, or Workflow now follows its new item.
The Action Center’s Audit Assignments row no longer counts Certified and Complete audits, and Unassigned Recommendations no longer lists references to previous recommendations.
Several pop-ups, such as bulk acknowledging log follow-ups or changing a document’s folder, now refresh the page behind them.
